Andrea’s Tip of the Month June 2021
Termination Risk for your Long-Term Care Policy! If you have long-term care insurance, it’s likely you pay your premium on an annual basis after your insurance company sends you a…
Retirement Spending: There are Trade-Offs
By Kevin Reardon CFP® You have worked your whole life, saved well, and are ready to retire. It’s important to know how much you can pull from your assets during retirement…
Managing Retirement Income Sources
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Managing your incomes sources in retirement may seem like a simple task but can get complicated quickly when trying to minimize taxes and maximize…
“Decade Thinking” for Retirement?
We came across this inspiring article in Forbes and want to challenge you to reflect on how you could use decade thinking in retirement, and in your life in general.…
Go Dick Go! One Man’s Retirement “Road” Map
By Kevin Reardon CFP® How to live a fulfilled life in retirement. As financial planners, we have the great privilege of guiding people into and through retirement. It is a time…
When Should I Start Taking Social Security?
By Kevin Reardon CFP® We are asked this question more than any other. Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this…
Generational Wealth Planning
Have you ever wondered what will happen to your family when you are gone? Will your family continue to thrive through the second or third generation? Generational Wealth Planning (GWP)…
Jump-Start Your Child’s Retirement with a Roth IRA
How to Jump-Start Your Child’s Retirement One of the best retirement savings vehicles is the Roth IRA. With a Roth IRA, you make after-tax contributions, experience tax-free growth and have…
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260